Our Team
Patrick Mongin, CLU, LUTCF
Financial Advisor
Patrick Mongin, CLU, LUTCF started his career in insurance and financial services in 1981. He works in the areas of life, health and disability insurances, as well as savings and retirement planning for both individuals and businesses.
Pat earned the Chartered Life Underwriter and Life Underwriter Training Council Fellow professional designations. He served on the Board of Directors and is a Past President of the National Association of Insurance and Financial Advisors - Northeastern Wisconsin local (NAIFA). He is also the Past-President of the National Association of Insurance and Financial Advisors - Wisconsin (NAIFA-WI) and currently serves on the NAIFA-WI State Board as the National Committeeman.
Pat is a member of St Bernard Parish in Green Bay where he has served as the Pastoral Council President and currently serves as a religious education catechist and a Sacristan for the parish. Pat is active in the Cursillo Movement in the Green Bay Diocese and currently serves on their Secretariat Committee. He is a past Grand Knight and member of the Monsignor Borusky Knights of Columbus Council 10243 and volunteers at Aurora Hospital in Green Bay.
Pat is married to Sandi and they enjoy spending time with their 3 daughters and their families. They are the proud grandparents of 6 beautiful grandchildren. They also enjoy spending time at their cottage on Underwood Lake.
John Wheeler, CLU, ChFC, LUTCF
Financial Advisor
John R. Wheeler, CLU, ChFC, LUTCF, has been serving his clients since 1983. His practice currently covers 14 states and focuses on income planning, asset management, and wealth transfer.
John is past president of NAIFA-Wisconsin, a qualifying and life member of the Million Dollar Round Table, and has served on Wisconsin OCI's Annuity Suitability Committee and the Wisconsin College Savings Board. He has authored and presented several continuing education classes through NAIFA-Wisconsin, focusing on income planning, annuities, and ethics.
Lisa Knuth
Office Manager
Lisa Knuth is our Office Manager who specializes in client service and organization, as well as the daily administration ofthe office. She has been with John Patrick Planning since its inception. Lisa earned her life and health insurance license in November of 2004 in order to be able to serve our clients better.
Lisa did her undergraduate work at University of Wisconsin-Green Bay and earned a bachelors degree in public administration. She is married to Chris and they have a son, Deacon.
Justin Manning
Agent
justin@johnpatrickplanning.com
Justin Manning, Financial Rep and Agent, started his career in the corporate setting in 2008, after 15 years of customer facing and account sales, decided to take a more local and personable approach to helping individuals become educated on financial, life and health products. He works in the areas financial planning, individual and employee benefits. Along with being licensed in Wisconsin, he is licensed in the state of Ohio for Life and Health. In April of 2023, Justin joined the National Association of Insurance and Financial Advisors - Wisconsin (NAIFA). Justin is currently serving on NAIFA WI Chapter Board of Directors for the 2026 Session. Justin is also Securities Licensed in Wisconsin with Series 7 and 66 accreditations.
Justin has had a passion for team sports and has coached for Oconto Falls High School, Sheboygan Youth Football, and local Semi Pro football organizations. His favorite football memories include coaching his son's Flag Football Teams and working with his brother Tyler in Semi Pro. He played Football and Rugby at Green Bay Southwest, while also participating in Concert Band and numerous Solo Ensemble presentations. He attended St Norbert College in 2008-2009 where he met his wife Lauren during Concert Band.
Justin and Lauren reside locally in Green Bay with their two beautiful children (Walter and Gracelyn) and three pups (Chloe, Lexi and Oakley).